Affirm Holdings, Inc.
Affirm Holdings, Inc. (AFRM) has a dated narrative snapshot, but its priced-in model claim is temporarily suppressed because the model-solve record is unavailable or has changed.
577 institutional managers reported holding AFRM in 13F filings for the quarter ended 2026-03-31. Together they hold about 68% of the company; the top 10 hold 44%. 76 opened new positions that quarter. Held by Vanguard Group, Capital Group (American Funds), Morgan Stanley, among others. On the short side, 18.5M shares were sold short as of the 2026-06-15 count, about 5% of shares outstanding (4.2 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
AFRM's share count grew 24.1% over the past five years even with $250.19M spent on repurchases. It pays no dividend. Cash returned over the past three years: $250.00M in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
No open-market insider buys on file at AFRM over the trailing three years. Absence is a fact about the company, not a signal. 14 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
AFRM's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-08-26 | +22.6% | -4.8% |
| 2023-11-09 | +12.5% | +72.2% |
| 2024-02-09 | -1.7% | -25.6% |
| 2024-05-09 | -0.3% | -14.9% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
AFRM's latest 8-K filings: 2026-06-25 (items 1.01, 5.02, 9.01); 2026-05-07 (items 2.02, 9.01); 2026-02-05 (items 2.02, 9.01); 2026-01-16 (items 5.02); 2025-12-18 (items 5.07).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: August 8, 2026
Each week boothcheck ranks the stocks whose prices are betting on the most. Read the most stretched bets archive →
boothcheck is also on Android. Get the app on Google Play →
For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.